Nick Lloyd

As a successful small business owner and an authorised financial planner, I get the opportunity to develop great relationships with my clients and build a successful team. I know how important it is to develop a team of professionals that can provide the best financial advice and service.  At ITL Financial Planning, we have established a reputation built on excellence and sound financial advice which we are incredibly proud of.  As a progressive small business, we continue to improve in all areas of our business to ensure our clients receive the best advice and experience.

I specialise in creating direct investment portfolios, retirement planning, estate planning and SMSF’s. My skill set lends itself towards providing excellent outcomes for successful professionals and self-funded retirees however at ITL Financial Planning, my team and I are able to use our expertise to look after a wide variety of clients and add value to most people’s circumstances.

At ITL Financial Planning:

•              We appreciate your time is valuable; We give you more time by taking away stress and admin.
•              We are pro-active. We manage your finances like we would manage our own.
•              We do exactly what we say we will do. You can rely on us to make things happen for you.
•              We give you choices as not everyone wants to take the same approach.
•              We provide you with true peace of mind by being at the forefront of our profession.
•              We are boutique. We can offer a truly personal service and go above and beyond.
•              We have strong relationships with specialised professionals so we can manage all your affairs.
•              We have a track record of being transparent, reliable and trustworthy and;
•              We can give you the attention you deserve.